115: A Geopolitical Outlook for 2023
The Bid
China's Reopening and the Evolution of US-China Relations
There was a lot of discussion about China's reopening of its economy. I think that reflected three pivots in Chinese policy, really since the beginning of December. The second pivot is a pivot towards economic growth. And the third pivot was toward more constructive relations with the West,. That's what's on display.
Tom Donilon, Chairman of the BlackRock Investment Institute and former National Security Advisor to President Barack Obama returns to this special post-Davos edition of The Bid to provide his take on the geopolitical issues that are shaping the global investment landscape in 2023.
Sources:
Secretary of Defense Lloyd J. Austin III and General Mark A. Milley Press Conference Following Ukraine Defense Contact Group Meeting, Ramstein Air Base, Germany Jan. 20, 2023;
UN Report of displaced refugees in Ukraine as of January 24th 2023;
Internal Ukraine Report October 2022
“The Russo-Ukraine War Ten Months In: Taking Stock” Michael Kopfman, Dec 28 2022
White House release “Inflation Reduction Act Guidebook” August 16 2022
Reuters Article Jan 22nd 2023 “China's 2022 economic growth one of the worst on record, post-pandemic policy faces test”
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